Purchases and Sales Made in Q4 2021 in Invesco Act Mge Et Cmdt Fd Tr (PDBC)
This table provides information about the institutional ownership of Invesco Act Mge Et Cmdt Fd Tr (PDBC) during Q4 2021. The information is specifically focused on institutions that hold shares of INVESCO ACT MGE ET CMDT FD TR .
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 11, 2022
Q4 2021
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
111KNew |
$1.49M - $2.52M
|
111K
$1.47M
|
|
|
Feb 11, 2022
Q4 2021
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
107K+ 88.6% |
$1.45M - $2.44M
|
229K
$3.04M
|
|
|
Jan 25, 2022
Q4 2021
|
All Season Financial Advisors, Inc.
|
BUY
|
- |
101K+ 46.44% |
$1.36M - $2.3M
|
319K
$4.25M
|
|
|
Feb 07, 2022
Q4 2021
|
David R. Rahn & Associates Inc.
|
BUY
|
- |
95KNew |
$1.28M - $2.16M
|
95K
$1.26M
|
|
|
Feb 14, 2022
Q4 2021
|
Aspire Private Capital, LLC
|
BUY
|
- |
94.6K+ 50.88% |
$1.27M - $2.15M
|
280K
$3.73M
|
|
|
Feb 09, 2022
Q4 2021
|
Aire Advisors, LLC
Beverly Hills, CA |
BUY
|
- |
93.4KNew |
$1.26M - $2.12M
|
93.4K
$1.24M
|
|
|
Jan 20, 2022
Q4 2021
|
Kestra Advisory Services, LLC
|
BUY
|
- |
91.5K+ 91.63% |
$1.23M - $2.08M
|
191K
$2.54M
|
|
|
Feb 08, 2022
Q4 2021
|
Private Harbour Investment Management & Counsel, LLC
|
BUY
|
- |
87KNew |
$1.17M - $1.98M
|
87K
$1.16M
|
|
|
Jan 27, 2022
Q4 2021
|
Private Advisory Group LLC
Redmond, WA |
BUY
|
- |
83.1KNew |
$1.12M - $1.89M
|
83.1K
$1.11M
|
|
|
Feb 11, 2022
Q4 2021
|
Gyon Technologies Capital Management, LP
Denville, NJ |
BUY
|
- |
76KNew |
$1.02M - $1.73M
|
76K
$1.01M
|
|
|
Feb 16, 2022
Q4 2021
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
74.7KNew |
$1M - $1.7M
|
74.7K
$993K
|
|
|
Jan 14, 2022
Q4 2021
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
74.5K+ 52.29% |
$1M - $1.69M
|
217K
$2.88M
|
|
|
Feb 10, 2022
Q4 2021
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
66.8KNew |
$898K - $1.52M
|
66.8K
$888K
|
|
|
Feb 10, 2022
Q4 2021
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
63.9KNew |
$860K - $1.45M
|
63.9K
$850K
|
|
|
Jan 12, 2022
Q4 2021
|
Ifp Advisors, Inc
|
BUY
|
- |
62.9K+ 10.72% |
$846K - $1.43M
|
649K
$8.64M
|
|
|
Feb 15, 2022
Q4 2021
|
Graham Capital Wealth Management, LLC
Washington D.C., DC |
BUY
|
- |
62.2KNew |
$837K - $1.41M
|
62.2K
$828K
|
|
|
Feb 08, 2022
Q4 2021
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
61.3K+ 9.75% |
$825K - $1.39M
|
691K
$9.18M
|
|
|
Feb 11, 2022
Q4 2021
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
60.9K+ 7.22% |
$819K - $1.38M
|
904K
$12M
|
|
|
Jan 28, 2022
Q4 2021
|
Congress Asset Management CO
|
BUY
|
- |
59.3K+ 29.32% |
$798K - $1.35M
|
262K
$3.48M
|
|
|
Feb 17, 2022
Q4 2021
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
58.8K+ 1981.27% |
$791K - $1.34M
|
61.8K
$822K
|
|
|
Feb 14, 2022
Q4 2021
|
Marion Wealth Management
|
BUY
|
- |
56.3KNew |
$757K - $1.28M
|
56.3K
$748K
|
|
|
Feb 10, 2022
Q4 2021
|
Prospera Financial Services Inc
|
BUY
|
- |
54.2K+ 115.82% |
$729K - $1.23M
|
101K
$1.34M
|
|
|
Jan 21, 2022
Q4 2021
|
D. Scott Neal, Inc.
|
BUY
|
- |
52.4K+ 14.47% |
$705K - $1.19M
|
415K
$5.52M
|
|
|
Feb 14, 2022
Q4 2021
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
51.7K+ 25.54% |
$695K - $1.17M
|
254K
$3.38M
|
|
|
Feb 10, 2022
Q4 2021
|
Comerica Securities,Inc.
|
BUY
|
- |
50KNew |
$672K - $1.14M
|
50K
$665K
|
|
|
Jan 31, 2022
Q4 2021
|
Johnson Bixby & Associates, LLC
|
BUY
|
- |
48.6K+ 17.43% |
$654K - $1.1M
|
328K
$4.36M
|
|
|
Feb 14, 2022
Q4 2021
|
Truist Financial Corp
|
BUY
|
- |
48.4K+ 170.65% |
$650K - $1.1M
|
76.7K
$1.02M
|
|
|
Feb 11, 2022
Q4 2021
|
Goldstream Capital Management LTD
|
BUY
|
- |
48.2KNew |
$648K - $1.09M
|
48.2K
$641K
|
|
|
Feb 14, 2022
Q4 2021
|
H. L. Ormond & Company, LLC
Greenville, NC |
BUY
|
- |
48KNew |
$646K - $1.09M
|
48K
$639K
|
|
|
Feb 11, 2022
Q4 2021
|
Trinity Point Wealth, LLC
|
BUY
|
- |
46.7K+ 20.85% |
$628K - $1.06M
|
271K
$3.6M
|
|
|
Feb 14, 2022
Q4 2021
|
Credit Suisse Ag
Zurich, V8 |
BUY
|
- |
42.3K+ 50.69% |
$569K - $961K
|
126K
$1.67M
|
|
|
Feb 11, 2022
Q4 2021
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
42.1K+ 60.44% |
$566K - $956K
|
112K
$1.49M
|
|
|
Jan 26, 2022
Q4 2021
|
Cim, LLC
|
BUY
|
- |
40.8K+ 19.07% |
$549K - $928K
|
255K
$3.39M
|
|
|
Feb 14, 2022
Q4 2021
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
40.3K+ 19.67% |
$542K - $916K
|
245K
$3.26M
|
|
|
Feb 07, 2022
Q4 2021
|
Quantitative Advantage, LLC
Minnetonka, MN |
BUY
|
- |
39.7K+ 23.69% |
$534K - $901K
|
207K
$2.75M
|
|
|
Jan 24, 2022
Q4 2021
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
39.4K+ 69.86% |
$530K - $895K
|
95.8K
$1.27M
|
|
|
Feb 23, 2022
Q4 2021
|
C2 C Wealth Management, LLC
|
BUY
|
- |
37.6KNew |
$506K - $854K
|
37.6K
$500K
|
|
|
Feb 14, 2022
Q4 2021
|
Pasadena Private Wealth, LLC
Pasadena, CA |
BUY
|
- |
37.3KNew |
$502K - $847K
|
37.3K
$496K
|
|
|
Feb 02, 2022
Q4 2021
|
Trinity Wealth Management, LLC
|
BUY
|
- |
37K+ 39.76% |
$498K - $840K
|
130K
$1.73M
|
|
|
Jan 13, 2022
Q4 2021
|
Innova Wealth Partners
|
BUY
|
- |
36.3K+ 50.62% |
$488K - $825K
|
108K
$1.44M
|
|
|
Feb 10, 2022
Q4 2021
|
Private Advisor Group, LLC
|
BUY
|
- |
36.1K+ 365.59% |
$486K - $821K
|
46K
$612K
|
|
|
Feb 11, 2022
Q4 2021
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
35.1KNew |
$472K - $798K
|
35.1K
$467K
|
|
|
Feb 09, 2022
Q4 2021
|
Truadvice, LLC
Sarasota, FL |
BUY
|
- |
34.8K+ 217.0% |
$469K - $791K
|
50.9K
$677K
|
|
|
Feb 07, 2022
Q4 2021
|
Gen Trust, LLC
|
BUY
|
- |
33.6K+ 8.18% |
$452K - $763K
|
444K
$5.91M
|
|
|
Aug 11, 2022
Q4 2021
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
32.7KNew |
$440K - $743K
|
32.7K
$435K
|
|
|
Jan 31, 2022
Q4 2021
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
32.3K+ 219.26% |
$434K - $733K
|
47K
$625K
|
|
|
Feb 14, 2022
Q4 2021
|
Wealthsource Partners, LLC
|
BUY
|
- |
30.4KNew |
$409K - $691K
|
30.4K
$405K
|
|
|
Feb 11, 2022
Q4 2021
|
Goelzer Investment Management, Inc.
|
BUY
|
- |
30.1KNew |
$404K - $683K
|
30.1K
$400K
|
|
|
Feb 16, 2022
Q4 2021
|
Bell Rock Capital LLC
|
BUY
|
- |
29.1KNew |
$392K - $662K
|
29.1K
$388K
|
|
|
Jan 11, 2022
Q4 2021
|
Brookstone Capital Management
|
BUY
|
- |
28.9K+ 24.49% |
$389K - $656K
|
147K
$1.95M
|